Dakota Wealth Management’s Dynatrace DT Stock Holding History

Dakota Wealth Management’s Portfolio DT Stock Details DT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-10,558	Closed	-$583K	–	689
2025 Q2	$583K	Sell	10,558 -600	-5%	-$30.1K	0.01%	494
2025 Q1	$526K	Sell	11,158 -341	-3%	-$18.7K	0.01%	498
2024 Q4	$625K	Sell	11,499 -1,424	-11%	-$77.7K	0.01%	463
2024 Q3	$691K	Buy	12,923 +1,762	+16%	+$83.9K	0.02%	442
2024 Q2	$499K	Hold	11,161	–	–	0.01%	508
2024 Q1	$518K	Buy	11,161 +59	+0.5%	+$3.07K	0.01%	495
2023 Q4	$607K	Sell	11,102 -32	-0.3%	-$1.62K	0.02%	395
2023 Q3	$520K	Sell	11,134 -60	-0.5%	-$2.95K	0.02%	396
2023 Q2	$576K	Sell	11,194 -125	-1%	-$5.86K	0.03%	353
2023 Q1	$479K	Sell	11,319 -2,749	-20%	-$111K	0.03%	372
2022 Q4	$539K	Buy	14,068 +634	+5%	+$23K	0.04%	339
2022 Q3	$467K	Buy	13,434 +2,042	+18%	+$78.9K	0.04%	346
2022 Q2	$450K	Buy	+11,392	New	+$453K	0.04%	296

Other funds holding DT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return